Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Yukona Hartman is a financial professional with PFS Investments Inc. Shannon has been in the financial services industry since December 2019. Shannon specializes in providing investment advice and portfolio management to individuals and businesses. Shannon is licensed in 13 states including Montana, California, Florida, Georgia, Idaho, Illinois, Oregon, Texas, Washington, Wisconsin, Arizona, Arkansas and Colorado.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MT
01/01/2020 - Present
PFS Investments Inc. (BOZEMAN MT)
BC
Issued 02/20/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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